ABA Learning on Demand: Creating Custom Order Confirmation E-mails & Invoices

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The “Creating Custom Order Confirmation E-mails & Invoices” webinar, presented by Scott Nafz and Geetha Nathan of the American Booksellers Association’s IndieCommerce team on Thursday, March 21, featured a live demonstration of how booksellers can create custom order confirmation e-mails and invoices using a new feature on their IndieCommerce websites. Booksellers can watch an in-depth demonstration of the new feature here.

Confirmation e-mails and invoices are sent by default each time a customer places an order. These e-mails are composed of a banner image featuring the store’s logo, a thank-you message, information on how to manage an order online, an order summary, help text, and a signature.

Up until now, stores had only one template for their order confirmation e-mails. With this new feature, booksellers can create templates that customize the size of the banner image, the thank-you message, and the help text within each e-mail, and configure them for different types of orders using Rules.

The generic default confirmation message may not be appropriate for all orders. Booksellers can now create a custom message for different scenarios, such as a customer who is picking up their order in-store or a customer who is having their order shipped to them. Once created, booksellers can then set up conditions that will use particular e-mail templates depending on the specifics of the order. For example, if a customer has a particular relevant title in their order, the customer can receive a specific e-mail reminder for an event happening in-store.

The custom order confirmation e-mail and invoice feature is not available by default, and is only available for IndieCommerce websites. Booksellers can e-mail [email protected] to request the feature be enabled, or they can make their request directly through their IndieCommerce website from the “Store Features” page.

Booksellers who are looking for more information can e-mail the IndieCommerce team at [email protected] and view the in-depth demonstration here. Booksellers can also reference this informational guide on the new feature.